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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
1076
Capital Advisory Group Advisory Services
Minnesota
$2.61M +$92.5K +378 +4%
PWM
1077
Palumbo Wealth Management
New York
$2.6M +$323K +1,320 +14%
PFS
1078
Physicians Financial Services
North Carolina
$2.59M -$6.36K -26 -0.2%
AMIM
1079
Aull & Monroe Investment Management
Alabama
$2.59M -$30.6K -125 -1%
NW
1080
Naviter Wealth
Arkansas
$2.59M +$16.9K +69 +0.7%
MSFS
1081
Main Street Financial Solutions
Pennsylvania
$2.58M +$1.15M +4,713 +83%
HA
1082
Hamel Associates
New Jersey
$2.57M +$24.5K +100 +1%
ISWM
1083
Independent Solutions Wealth Management
New York
$2.57M +$204K +835 +9%
HWA
1084
Hilltop Wealth Advisors
North Carolina
$2.57M +$4.65K +19 +0.2%
RFA
1085
ROI Financial Advisors
Oregon
$2.56M +$243K +993 +11%
RBC
1086
Roble Belko & Company
Pennsylvania
$2.56M +$81.7K +334 +3%
FIM
1087
Freedom Investment Management
Connecticut
$2.56M +$23.2K +95 +0.9%
BFIM
1088
Beese Fulmer Investment Management
Ohio
$2.55M -$30.6K -125 -1%
PCA
1089
Providence Capital Advisors
North Carolina
$2.55M -$1.81M -7,408 -42%
NDSI
1090
Newman Dignan & Sheerar Inc
Rhode Island
$2.53M -$22K -90 -0.9%
CAM
1091
Cozad Asset Management
Illinois
$2.53M -$102K -416 -4%
NS
1092
NBC Securities
Alabama
$2.53M +$2.49M +10,161 +101,610%
WI
1093
WBI Investments
New Jersey
$2.53M +$2.14M +8,742 +612%
PCA
1094
Prosperity Capital Advisors
Ohio
$2.53M -$97.8K -400 -4%
ORG
1095
Optimist Retirement Group
Washington
$2.52M -$430K -1,758 -15%
MGWM
1096
Marks Group Wealth Management
Minnesota
$2.51M -$77.1K -315 -3%
RT
1097
Rockland Trust
Massachusetts
$2.51M -$415K -1,697 -14%
TPA
1098
Trivium Point Advisory
Connecticut
$2.5M +$364K +1,488 +17%
AAIS
1099
ABN AMRO Investment Solutions
$2.49M -$29.6K -121 -1%
MBT
1100
Montecito Bank & Trust
California
$2.49M +$111K +452 +5%
42 43
44
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